Purchases and Sales Made in Q1 2022 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARE MORNINGSTAR MID CAP GRO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.15K- 49.15% |
$186K - $228K
|
3.26K
$261K
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.21KClosed |
$189K - $233K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.39K- 38.3% |
$200K - $246K
|
5.47K
$439K
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.42KClosed |
$202K - $248K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.42KClosed |
$202K - $248K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-3.56K- 3.24% |
$210K - $258K
|
107K
$8.55M
|
|
Apr 18, 2022
Q1 2022
|
Matrix Trust CO
|
SELL
|
- |
-3.59K- 2.09% |
$212K - $261K
|
168K
$13.5M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-3.98K- 39.32% |
$235K - $289K
|
6.15K
$493K
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.01K- 31.26% |
$236K - $291K
|
8.82K
$708K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.1K- 27.29% |
$242K - $298K
|
10.9K
$878K
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.26KClosed |
$251K - $309K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.78KClosed |
$282K - $347K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.8KClosed |
$283K - $348K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.96K- 14.42% |
$293K - $360K
|
29.4K
$2.36M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.99K- 1.6% |
$295K - $362K
|
307K
$24.7M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.15KClosed |
$304K - $374K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-5.18K- 36.82% |
$306K - $376K
|
8.9K
$714K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.49K- 53.59% |
$383K - $471K
|
5.62K
$451K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.73K- 6.97% |
$397K - $488K
|
89.8K
$7.21M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-7KClosed |
$413K - $508K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-7.03K- 26.09% |
$414K - $510K
|
19.9K
$1.6M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-7.2KClosed |
$424K - $522K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.56KClosed |
$446K - $548K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.99K- 4.43% |
$471K - $580K
|
172K
$13.8M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.44KClosed |
$498K - $612K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.79KClosed |
$518K - $637K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-11.4K- 36.65% |
$669K - $824K
|
19.6K
$1.58M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-13.6K- 25.69% |
$803K - $988K
|
39.4K
$3.16M
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-15.7K- 39.96% |
$928K - $1.14M
|
23.6K
$1.9M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-16.5KClosed |
$974K - $1.2M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-18.5K- 82.78% |
$1.09M - $1.34M
|
3.84K
$308K
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-28.7K- 51.52% |
$1.69M - $2.08M
|
27K
$2.17M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.9K- 6.6% |
$1.82M - $2.24M
|
437K
$35.1M
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-35.7KClosed |
$2.1M - $2.59M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-41.4KClosed |
$2.44M - $3M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41.8K- 73.65% |
$2.47M - $3.03M
|
15K
$1.2M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-42KClosed |
$2.48M - $3.05M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-44.1K- 37.69% |
$2.6M - $3.2M
|
72.9K
$5.85M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-48.4K- 88.24% |
$2.85M - $3.51M
|
6.45K
$518K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-58.4K- 37.63% |
$3.45M - $4.24M
|
96.9K
$7.78M
|
|
Apr 11, 2022
Q1 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-88.3K- 77.61% |
$5.21M - $6.4M
|
25.5K
$2.05M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-93.2K- 41.96% |
$5.5M - $6.76M
|
129K
$10.3M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-93.4K- 16.99% |
$5.51M - $6.78M
|
456K
$36.6M
|
|
May 10, 2022
Q1 2022
|
Signify Wealth
|
SELL
|
- |
-101KClosed |
$5.95M - $7.32M
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-102K- 57.01% |
$6.01M - $7.39M
|
76.8K
$6.17M
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-135KClosed |
$7.94M - $9.77M
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-160K- 89.66% |
$9.45M - $11.6M
|
18.5K
$1.48M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-186K- 83.31% |
$11M - $13.5M
|
37.2K
$2.99M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-231K- 42.43% |
$13.6M - $16.8M
|
313K
$25.1M
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-364KClosed |
$21.5M - $26.4M
|
0
$0
|